The deck reviews the reasons for providing multi-asset/manager and/or white label funds in a plan line-up, the implementation process and the required fiduciary monitoring and governance. It also provides two case studies of plan sponsors who have successfully implemented multi-asset/manager white label structures.

Financial Wellness programs have been garnering attention in the marketplace, as employers consider how to foster workplace productivity by prioritizing employee benefits and motivating positive employee behaviorregarding personal financial matters. This may be due to the growing perception that both the employee and employer can benefit from investments in such programs. Accordingly, the practice of enhancing employee benefits to encourage engagement in achieving both current and future financial goals has begun to gain traction, and is evolving as a logical companion to health and retirement benefits for many employers.

DCIIA produced this presentation to provide a better understanding of the various investment vehicles that are commonly used within DC plans, their benefits and drawbacks, and considerations for deciding which structure to use.